Fiserv

Fiserv is a global provider of financial services technology solutions, serving more than 12,000 clients in over 100 countries. The company provides account processing systems, payment processing services, and banking solutions.

Is this your company?

Email: marketing@fiserv.com

Phone: +1 800 872 7882

Web: https://www.fiserv.com/

products

• InvestOne Cash Management
  Facilitates real-time cash control, automated reconciliation, cash forecasting, overdraft monitoring, and liquidity optimization for fund management companies.
  
• Financial Crime Risk Manager – KYC / AML
  End-to-end AML, KYC, and CDD management for financial Institutions and investment fund managers, customer onboarding, risk scoring, batch and real-time screening, transaction monitoring, workflow automation.
  
• Fiserv Payment Centralization (Payment Factory)
  Provides centralized management for incoming and outgoing corporate payments, multi-entity payment routing, fraud prevention, regulatory compliance, multi-format support, and seamless ERP/TMS integration.
  
• Wealth Management Platform
  Enables automated fiduciary duty management, compliance oversight, regulatory reporting, and risk analysis, specifically designed for pension funds' governance requirements.
  
• Pension Management Solution
  Enables pension fund administrators to efficiently manage participant recordkeeping, contributions, disbursements, compliance, reporting, and fund accounting. Integrates with multiple investment and payroll systems.
  
• Fiserv Payment Solutions
  Enables pension funds and financial institutions to process payments securely, efficiently manage disbursements, ACH, and wire transfers, automate accounts payable, and comply with regulatory standards including pension disbursement management.
  
• Wealth Management Network: Onboarding Accelerator
  Provides digital client onboarding for wealth management professionals. Features digital forms, customizable workflows, ID verification, electronic signatures, compliance management, and integrations with custodians and CRMs.
  
• Wealth Management Workflow Automation
  Automates client service workflows, document management, compliance checks, onboarding, and approvals for wealth management and financial advisory firms. Integrates with CRM, portfolio management, and reporting tools, featuring customizable process automation for client service and operations.
  
• Wealth Management Network Onboarding
  Cloud-based platform offering digital onboarding, e-signature, KYC/AML, workflow automation, integrated data services, and compliance functionality for streamlined client acquisition by brokerage firms.
  
• Fiserv Regulatory Reporting Solutions
  Automates regulatory filings and reporting for brokers, investment advisors, and other financial institutions. Supports local and global mandates, exception monitoring, built-in reporting templates and direct submission capabilities.
  
• Financial Advice Management
  Cash flow analysis, goal-based planning, retirement income planning, investment planning, portfolio analysis, Monte Carlo simulations, and client collaboration tools. The platform integrates with Fiserv's broader suite of wealth management solutions.